Heartwood Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Heartwood Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Hold	2,910	–	–	0.03%	149
2026 Q1	$425K	Sell	2,910 -7	-0.2%	-$1.04K	0.04%	141
2025 Q4	$406K	Sell	2,917 -5	-0.2%	-$696	0.04%	131
2025 Q3	$409K	Hold	2,922	–	–	0.04%	126
2025 Q2	$397K	Hold	2,922	–	–	0.04%	120
2025 Q1	$396K	Buy	2,922 +63	+2%	+$8.47K	0.05%	111
2024 Q4	$378K	Sell	2,859 -151	-5%	-$21.1K	0.04%	110
2024 Q3	$428K	Hold	3,010	–	–	0.05%	105
2024 Q2	$383K	Hold	3,010	–	–	0.05%	114
2024 Q1	$395K	Sell	3,010 -226	-7%	-$28.4K	0.05%	98
2023 Q4	$404K	Sell	3,236 -81	-2%	-$9.51K	0.05%	93
2023 Q3	$381K	Hold	3,317	–	–	0.06%	94
2023 Q2	$407K	Sell	3,317 -6	-0.2%	-$733	0.06%	92
2023 Q1	$411K	Hold	3,323	–	–	0.06%	85
2022 Q4	$416K	Hold	3,323	–	–	0.07%	86
2022 Q3	$371K	Buy	3,323 +875	+36%	+$108K	0.06%	81
2022 Q2	$291K	Buy	2,448 +808	+49%	+$101K	0.05%	99
2022 Q1	$210K	Hold	1,640	–	–	0.03%	117
2021 Q4	$212K	Sell	1,640 -100	-6%	-$12.4K	0.03%	101
2021 Q3	$205K	Hold	1,740	–	–	0.03%	97
2021 Q2	$213K	Hold	1,740	–	–	0.03%	93
2021 Q1	$205K	Sell	1,740 -464	-21%	-$52K	0.03%	82
2020 Q4	$233K	Hold	2,204	–	–	0.04%	76
2020 Q3	$204K	Sell	2,204 -659	-23%	-$62.1K	0.04%	74
2020 Q2	$261K	Hold	2,863	–	–	0.05%	65
2020 Q1	$229K	Sell	2,863 -350	-11%	-$34.5K	0.06%	60
2019 Q4	$346K	Buy	+3,213	New	+$337K	0.07%	66

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartwood Wealth Advisors's SDY Position: Q2 2026 in Review

Heartwood Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,910 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #149.

Heartwood Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Heartwood Wealth Advisors held 2,910 shares of State Street SPDR S&P Dividend ETF worth $443K as of Q2 2026.
Heartwood Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.